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Sponsor portfolio

W.S. CONNELLY & COMPANY, INC.

EIN 54-0928332-environmental services-Latest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$1.6M premiums
Participants
254
2501 OAK LAKE BLVD - MIDLOTHIAN, VA 23112804-744-5445LinkedIn51-200 employeesenvironmental services
Plans on this EIN
2 filings
#001401k-$10.0M - 155 part#501Mixed-$1.6M - 826 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 826 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Vision$1.6M
Total $1.6M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • ANTHEM LIFE INSURANCE COMPANY97%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $38K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

W.S. CONNELLY & CO., INC. SAVINGS AND PROFIT SHARING PLAN

401k

Assets$10.0M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

W. S. CONNELLY & COMPANY, INC. HEALTH & WELFARE BENEFITS PLAN

Mixed - ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS

Premiums$1.6M
Covered lives826
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001W.S. CONNELLY & CO., INC. SAVINGS AND PROFIT SHARING PLAN401k$10.0M1552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501W. S. CONNELLY & COMPANY, INC. HEALTH & WELFARE BENEFITS PLANMixedANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS$1.6M8262025
Retirement plans
Welfare plans
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